Hein Haupt
RE 1 & 5 Qualified Specialist
Hein brings over a decade of experience helping individuals and families across the Helderberg region build sound financial foundations. He specialises in medical aid, life insurance, short-term cover, retirement and estate planning, taking a practical, client-first approach to every recommendation he makes.
My Approach
I believe financial advice should be simple, honest, and built around the way you actually live. Before recommending any product, I take the time to understand your income, your family's needs and your long-term goals.
Whether you're choosing a medical aid plan, reviewing your life cover, or planning for retirement, I'll walk you through every option in plain language so you can make an informed decision — with no pressure and no jargon.
As a Discovery financial adviser, I take the time to match you with the right products from Discovery's range, focused on what works best for your circumstances.
Areas of Expertise
Medical Aid
- Plan comparisons & reviews
- Hospital & day-to-day cover
- Family & corporate schemes
Life Insurance
- Life & disability cover
- Income protection
- Critical illness benefits
Short-Term Cover
- Vehicle & household insurance
- Gap & travel cover
- Asset risk reviews
Retirement Planning
- Retirement annuities
- Preservation fund advice
- Income & living annuities
Estate Planning
- Will drafting referrals
- Estate duty & liquidity planning
- Trust structuring guidance
Investments
- Unit trusts & tax-free savings
- Offshore investment options
- Portfolio reviews
Ready to Get Started?
Book a no-obligation consultation with Hein to discuss your financial planning needs.
Office Hours: Monday – Friday, 8:00 AM – 5:00 PM